Drift integration: AI agents for chat leads and sales handoff
Drift, now part of Salesloft, is a chat and conversational marketing platform for B2B websites, used to qualify visitors and book meetings with sales. The agent uses the public Drift API to read conversations and contacts and to log leads, following the handoff rules to sales that the company defines.
What AI agents do with Drift
Conversation becomes an opportunity
After each Drift conversation, the agent summarizes need, company size and urgency, and creates or updates the lead in the CRM.
The right sales rep
The agent identifies the visitor's account and routes it to the account owner or the correct territory before booking the meeting.
Follow-up for those who left the chat
Anyone who chatted but did not book a meeting gets an email from the agent with the material they asked for and a scheduling link.
Questions the website does not answer
The agent groups the most frequent questions from the chat and suggests page or content changes to marketing.
Connect Drift once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Drift, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Drift and what it cost, all on record.
Ready-made AI teams for this work
WhatsApp customer service
Customers write at 11 p.m. and on Sundays. This team replies in seconds, with your prices and policies, and calls a person when it should.
Help desk support team
It reads each ticket, finds the answer in your docs and past replies, and drafts a response your agents can send or improve.
AI phone receptionist
It answers the phone, books the visit in your calendar and sends your team a short note about every call.
Online store support team
It looks up the real order in Shopify or WooCommerce and answers tracking, return and exchange questions in seconds.
Customer success team
It reads usage, tickets and CRM notes every week and tells your team which accounts need a call, and why.
Customer feedback analysis
It reads every comment, finds the themes behind the scores and tells each area what customers are asking it to fix.
Often used together with Drift
Questions about Drift and AI agents
Does iTeam integrate with Drift?
Yes. iTeam connects through the public Drift API, using the company account's token.
Does the agent talk to the visitor on the company's behalf?
It can, in the flows you allow. Offers, prices and discounts stay under approval, and every message is recorded in the audit trail.
Does it still work after the Salesloft acquisition?
Yes, as long as the Drift API is active on your account. We confirm the plan during the diagnosis.
